We’re making great progress on the product and on building out our team. Our plan is for a public release this spring.
What’s new with product development? The short answer is, a lot. Three specific milestones that we’re excited about:
- You are now able to create and send recurring nudges. Nudges can be scheduled to automatically recur weekly, monthly, quarterly or annually.
- You can now exchange messages with your clients right within the Knudge app. Messages from the app also send emails so no communication falls through the cracks.
- You and your clients can see upcoming milestones and events at a glance with a shared financial life calendar.
We’re building Knudge for advisors who really care about their clients and we’re excited about the opportunity to help you with that effort.
